All MásOrange articles
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M&ATelefónica ‘green-lit’ for Vodafone Spain feeding-frenzy
Following Zegona’s spectacular 350% financial gains from Vodafone Spain buyout in just 15 months, muscling-up Telefónica has apparently been cleared to bid for assets, signalling a market-shaking break-up that could set a new precedent for European consolidation. Vodafone again left pondering ‘what could have been…’
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Strategy & ChangeMásOrange puts energies into new biz in pivotal year for the Spanish JV
Energy, insurance, and security alarm systems are seen as three key growth areas for the JV, with energy a particular field of interest.
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M&AAXA still seen as likely partner in Telefónica, Vodafone Spain fibreco
Operator duo reportedly in advanced stages of discussions to offload stake in Fiberpass. Telefónica expected to retain a majority holding, as it seeks to take greater control over its European infra asset base…
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Partnerships & AlliancesCellnex snaffles another post-M&A telco win with expanded Telefónica deal
Telefónica strengthens ties with Spanish tower provider via deal that expands footprint and supports operator’s access relationship with up-and-comer Digi Spain.
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M&AMásOrange, Vodafone Spain name GIC as fibreco investment partner
Operator duo to offload a minority stake in their upcoming Spanish fibre JV to Singapore sovereign wealth fund, announcing MásOrange’s acquisition of Conexus Networks as part of the deal.
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Financial & PerformanceRefresh pays off at Prosegur-Telefónica home security JV
Spanish operator’s home security partner talks up value of joint venture, and wider connected-alarms business, as user base passes one million…
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Analyst BriefingsOrangewatch Analyst Briefing: H1 results, M&A in France, and interviews with Orange Business execs
Latest from Orange, including the analysis of the Group’s recent earnings call; ongoing speculation about M&A in France and the future of SFR; interviews with a series of senior execs; and the latest from Spain…
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Financial & PerformanceOrange ‘ready to engage’ in M&A talks in France — Heydemann
H1 FY25: Orange remains convinced of need for consolidation in France, although potential sale of SFR remains up in the air ahead of a court decision on Altice France debt restructuring plan.
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M&AMásOrange, Vodafone Spain reach final stages of fibre JV stake sale — report
Deal to offload stake in €8bn Surf fibreco said to be imminent, helping clarify MásOrange value ahead of potential 2026 IPO, as well as demonstrating massive 18-month value accretion at Zegona…
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Public AffairsCNMC ruling ignites spat over Telefónica wholesale price hike
CNMC’s attempt to recalibrate duct access pricing under MARCo regulation has triggered outrage across Spain’s telecoms sector…
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Analyst BriefingsTelefónicawatch Analyst Briefing: fibre back in the fold
The latest developments from Telefónica as group agrees deal to regain full control of fibre rollout activity in Brazil, gains legal win in UK Phones 4u case, and is highlighted as one of telco sector’s early quantum tech leaders. Read more…
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Products & ServicesMásOrange targets €1.5bn from Zurich insurance collab
Spanish telco teams up with Zurich Seguros to expand its portfolio of insurance offerings in hunt for a €1.5bn sales boost over the next ten years…
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TechnologyEU brings quantum tech into AI Gigafactory fold
The EU expands its EuroHPC JU project to include “strategic provisions” for developing quantum technology, eyeing synergies with other high-performance computing infrastructure.
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Analyst BriefingsOrangewatch Analyst Briefing: IPO chatter builds in Spain
Latest from Orange, including MásOrange’s preparation for a potential IPO; a French reorg; new defence division; and competitive ambitions in Belgium…
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PeopleMásOrange appoints new IR head in prep for ‘potential IPO’
Juan José Gaitán moves from Cellnex to take on investor-facing responsibilities at the Spanish operator, with a valuation for a possible IPO and the sale of a stake in the fibre JV with Vodafone Spain on his to-do list.
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Network & InfraTelefónica leads Spain’s bid for EU-backed AI Gigafactory
Telefónica and MasOrange are part of a consortium hoping to win a concession for a large-scale AI data centre in Spain through a €20bn European Union programme aimed at building up the region’s AI infrastructure.
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: fixed infra rejigs; DC money keeps flowing
Latest on EMEA digital infra: major investments in data centre expansion seen across the region; Spanish telcos continue work on creating new fibrecos after major M&A last year; Vodafone diversifies build partners at German fibre JV after Geodesia ”issues“…
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M&ATelefónica, MásOrange said to explore Vodafone Spain slice-up
Operators have reportedly held ‘informal’ talks over potential acquisition of Vodafone Spain, including potential to split up and purchase parts of the telco. If formalised, such a deal would face several hurdles before getting across the finish line…
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M&ATelefónica, Vodafone Spain ‘nearing finish line’ on fibre JV stake sale
Operator duo reportedly in final stages of negotiations to offload a significant stake in their Fiberpass joint venture. Rumours could indicate investors remain interested in Spanish fibre, after reports that Vodafone has encountered friction in negotiations to sell part of a separate JV with MásOrange.
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Analyst BriefingsOrangewatch Analyst Briefing: execs bang M&A drum; high hopes on IPCEI and AI
In this issue, we report on presentations by Orange’s leadership at the AGM, with Group CEO Christel Heydemann and new Orange France CEO Jérôme Hénique taking the floor.